Records — typed personal data

Five record types

- Vehicle — RC, insurance, PUC, FASTag.
- Policy — health, life, motor, term insurance.
- Subscription — Netflix, Spotify, SaaS, gym.
- Holding — stocks, MFs, crypto (live priced).
- Document — contracts, receipts, reports.

How to create one

By conversation:

> "Track my car — Royal Enfield, KA01AB1234, RC expires Aug 2027."

By photo:

> [send a photo of the RC / policy / receipt]

I OCR, classify, and create the record. You confirm the fields.

How to browse records

Records panel in the dashboard. Filter by type, sort by expiry, search by any field.

- Filter — by type (vehicle, policy, subscription, holding, document)
- Sort — by expiry, by created date, by last updated
- Search — by registration number, policy number, vendor, amount

How records get used

- Expiry reminders — 30 / 14 / 7 days before, on your active channel.
- Aggregations — "what's my total monthly subscription burn?" pulls subscription records and sums.
- Anomaly detection — Netflix charged you ₹999 instead of ₹649? I flag it.
- Live data — holdings priced in real time; portfolio value always current.

Reminders — how to tune

Settings › Records › Reminders:

- Default schedule: 30 / 14 / 7 days.
- Per-record-type: e.g., "remind me 60 days before insurance renewal".
- Per-record: snooze a specific reminder without affecting others.

Edit / archive / delete

From the Records panel, click any record:

- Edit — change fields. I update reminders automatically.
- Archive — record stays for history (e.g., past subscription) but stops triggering reminders.
- Delete — wipes the record. Cannot be undone.

Export

CSV from Records panel. JSON via /api/v1/records (Pro+).

Pairs well with

- Browser — for renewal portals, I refresh records from the source.
- Voice — call the renewal agent triggered from a record.
- Automation — schedule "review portfolio first Monday of each month".